Focus Partners Wealth’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Focus Partners Wealth’s Portfolio IEFA Stock Details IEFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$262M	Sell	2,890,196 -54,869	-2%	-$5.12M	0.29%	76
2025 Q4	$260M	Buy	2,945,065 +808,883	+38%	+$71.5M	0.3%	69
2025 Q3	$187M	Buy	2,136,182 +34,145	+2%	+$2.9M	0.3%	66
2025 Q2	$175M	Buy	2,102,037 +273,264	+15%	+$21.7M	0.38%	52
2025 Q1	$138M	Sell	1,828,773 -531,163	-23%	-$39.7M	0.35%	58
2024 Q4	$166M	Buy	2,359,936 +50,709	+2%	+$3.74M	0.43%	46
2024 Q3	$180M	Buy	2,309,227 +1,202,530	+109%	+$90M	0.57%	32
2024 Q2	$80.4M	Buy	1,106,697 +776,671	+235%	+$57.2M	0.27%	88
2024 Q1	$24.5M	Buy	330,026 +89,479	+37%	+$6.37M	0.2%	132
2023 Q4	$16.9M	Buy	+240,547	New	+$15.9M	0.22%	119

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Focus Partners Wealth's IEFA Position: Q1 2026 in Review

Focus Partners Wealth reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 1.9% in Q1 2026, selling an estimated $5.12M and leaving 2,890,196 shares worth $262M. The position accounts for 0.29% of the portfolio, ranked #76.

Focus Partners Wealth first reported a position in IEFA in Q4 2023 and has held it in 10 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Focus Partners Wealth held 2,890,196 shares of iShares Core MSCI EAFE ETF worth $262M as of Q1 2026.
Focus Partners Wealth sold 54,869 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $5.12M.
iShares Core MSCI EAFE ETF made up 0.29% of Focus Partners Wealth's portfolio in Q1 2026, its #76 holding.
Focus Partners Wealth first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and has held it in 10 quarters since.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.